R4.1 Release Notes: January 4th, 2014

The R4.1 Incremental Release included various fixes and improvements to NeonCRM. Each item in the list is either an improvement to a feature that already existed or a fix to a feature that previously needed some attention.

Reference#

Type

Description

WORK-1685

Fix

Fixed an issue editing the Source field on store purchases.

WORK-1915

Fix

Fixed a problem where ‘Email Type’ was not populating correctly in the Email Report.

WORK-1932

Fix

Items can now be sent to the pending mail merge queue regardless of whether or not you have corresponding system emails enabled for a given type of record (membership, donation, event registration, product purchase, etc.)

WORK-2130

Fix

Fixed a reporting issue searching on numerical and date data types.

WORK-2216

Fix

Changes to the font formatting will no longer break email tokens.

WORK-2258

Fix

Fixed a problem where the Donation Detail Report was not pulling in "Company Name" for individual accounts.

WORK-2259

Fix

Fixed an issue where system users were able to edit the system default Tender Types.

WORK-2262

Fix

Fixed a pagination issue in the duplicate manager.

WORK-2263

Fix

Fixed a problem with converting accounts that prevented system users from re-sending the Event Registration system email.

WORK-2274

Fix

Household reports now show the primary contact’s full phone number with area code.

WORK-2285

Fix

Only active Individual Relationship types display in the ‘Role’ drop down field when adding new household contacts.

Fixed an issue where, if the Company Name field was populated, individuals were prevented from updating their account information from the constituent login portal.

WORK-2314

Fix

The Attendee Report ticket price and attendee count are listed individually per attendee. Registration amount will still show the total registration in each row, but each registration is now counted only once in the calculated total below.

WORK-2318

Fix

Fixed an issue where the email content preview was missing for the system default versions of the Event Registration and Purchase Acknowledgement system emails.

WORK-2324

Fix

Fixed a display issue where the calendar icon was missing for donation custom fields using the “date” Data Type.

WORK-2342

Fix

You are now prevented from setting up memberships to auto renew without a credit card or e-check established.

WORK-2356

Fix

Fixed a problem where even if a soft credit had been deleted from an account, that account could not be deleted.

WORK-2400

Fix

Fixed a problem with donor reports pulling in companies that had emails when Email Blank criteria was selected.

Fixed an issue where typing a special character in the ‘Online store welcome message (500 characters maximum)’ field was generating an error.

WORK-2801

Fix

Fixed an error preventing system users from deleting staff notes.

WORK-2802

Fix

Fixed an issue where anonymous donations were not populating the “Anonymous” donation field on the back end.

WORK-2839

Improvement

The default search criteria (User Deceased, Do Not Contact, Email Opt Out) have been removed from the Constituent Primary Contact List report when defining the applicable group for event conditional ticket groups.

WORK-2840

Improvement

Removed the default search criteria (User Deceased, Do Not Contact, Email Opt Out) when defining the applicable group for Secure Login Pages.

WORK-2887

Improvement

Clicking on Fundraiser Creation link while logged in as Admin now directs to the correct "create an account to start fundraising or login" page instead of the general login page.

WORK-2889

Fix

Fixed a problem with the way the Password field was submitting to Neon when filled out on a Custom Form/Survey from the constituent login portal.

WORK-2921

Fix

Fixed a problem where the ‘Last Donation Date' search criteria was not working properly when running a Mailing Report

WORK-2963

Fix

Fixed an issue where donation custom fields were missing from pledges after adding a pledge payment

WORK-282

Improvement

Address Type and Birth Date can be added to the Constituent Account form.

On the donation page for a Campaign that has Social Fundraising enabled, a field appears that says "Credit this donation to this team or individual " with an accompanying drop-down menu of all social fundraisers who have created pages for that Campaign. Changed the wording to “‘Credit this donation to this Social Fundraiser”

WORK-2837

Improvement

The character limit for the ‘Online store welcome message’ has been increased to a 500 characters.

WORK-2916

Fix

Event Detail URL will now redirect to correct page if a space was accidentally included (already true for register URL)

DEV-820

Fix

Fixed a problem with merging duplicates and deleting Household contacts that was causing accounts to become inaccessible

IDEA-654

Fix

Fixed an issue with the registrant's name appearing in event confirmation email where the card holder's name should be.

External Mail Merge now exports columns for Payment Note, and Institution and Routing Number

WORK-2541

Fix

Fixed a problem where the Names and Addresses by Account Relationshipreport was only pulling account relationships where the Role was defined for both accounts. The results now include all accounts with established relationships, regardless of whether or not a role is defined.

WORK-2688

Fix

Fixed an issue with the Encouraged Login Page. Now if you follow a direct link to the organization version of a form and click "continue without logging in" on the Encouraged Login Page, then you will be taken to the organization form.

Improvement

Added a new Fundraising Page Title" field that allows users to change the title of their Social Fundraising pages.